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Retirement Guys Formula’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Retirement Guys Formula’s Portfolio QYLD Stock Details QYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Hold
16,583
– – 0.12% 119
2026
Q1 		$284K Hold
16,583
– – 0.13% 112
2025
Q4 		$293K Hold
16,583
– – 0.13% 116
2025
Q3 		$282K Sell
16,583
-44
-0.3% -$739 0.1% 131
2025
Q2 		$278K Sell
16,627
-15
-0.1% -$245 0.11% 117
2025
Q1 		$277K Buy
16,642
+409
+3% +$7.34K 0.14% 113
2024
Q4 		$296K Sell
16,233
-37
-0.2% -$676 0.15% 106
2024
Q3 		$294K Sell
16,270
-3
-0% -$53 0.14% 103
2024
Q2 		$288K Sell
16,273
-11
-0.1% -$194 0.14% 110
2024
Q1 		$292K Hold
16,284
– – 0.14% 110
2023
Q4 		$282K Sell
16,284
-7
-0% -$119 0.15% 114
2023
Q3 		$273K Sell
16,291
-11
-0.1% -$193 0.19% 108
2023
Q2 		$289K Buy
16,302
+87
+0.5% +$1.52K 0.17% 113
2023
Q1 		$278K Buy
16,215
+1
+0% +$17 0.2% 110
2022
Q4 		$258K Sell
16,214
-1,254
-7% -$20.3K 0.21% 111
2022
Q3 		$274K Sell
17,468
-9,964
-36% -$175K 0.29% 100
2022
Q2 		$479K Sell
27,432
-40,710
-60% -$767K 0.49% 50
2022
Q1 		$1.43M Buy
+68,142
New +$1.41M 0.96% 19

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Guys Formula's QYLD Position: Q2 2026 in Review

Retirement Guys Formula held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 16,583 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #119.

Retirement Guys Formula first reported a position in QYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.43M in Q1 2022. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Retirement Guys Formula held 16,583 shares of Global X NASDAQ-100 Covered Call ETF worth $306K as of Q2 2026.
  • Retirement Guys Formula left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF made up 0.12% of Retirement Guys Formula's portfolio in Q2 2026, its #119 holding.
  • Retirement Guys Formula first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and has held it in 18 quarters since.
  • Retirement Guys Formula's Global X NASDAQ-100 Covered Call ETF position peaked at $1.43M in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.